OUTSIDE THE BOX FINANCIAL PLANNING, LLC

OUTSIDE THE BOX FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 290255). Regulatory assets under management: $10.1M.

Registration

• CRD: 290255
• Type: Registered investment adviser
• Phone: 312-554-5889
• Latest filing: 2026-03-26
• Regulatory AUM: $10.1M
• Discretionary AUM: $9.5M
• Non-discretionary AUM: $608K
• Clients: 1
• Accounts: 78

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290255 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search